Wealthspire Advisors (New York)’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
7,910
-813
| -9% | -$65.8K | ﹤0.01% | 477 |
|
|
2025
Q1 | $712K | Sell |
8,723
-100
| -1% | -$8.17K | ﹤0.01% | 448 |
|
|
2024
Q4 | $694K | Sell |
8,823
-71
| -0.8% | -$5.58K | 0.01% | 438 |
|
|
2024
Q3 | $738K | Buy |
8,894
+4,482
| +102% | +$372K | 0.01% | 423 |
|
|
2024
Q2 | $338K | Sell |
4,412
-398
| -8% | -$30.5K | ﹤0.01% | 512 |
|
|
2024
Q1 | $367K | Buy |
4,810
+613
| +15% | +$46.8K | ﹤0.01% | 485 |
|
|
2023
Q4 | $302K | Buy |
4,197
+520
| +14% | +$37.5K | ﹤0.01% | 524 |
|
|
2023
Q3 | $253K | Buy |
3,677
+52
| +1% | +$3.58K | ﹤0.01% | 516 |
|
|
2023
Q2 | $269K | Sell |
3,625
-68
| -2% | -$5.04K | ﹤0.01% | 470 |
|
|
2023
Q1 | $276K | Sell |
3,693
-249
| -6% | -$18.6K | ﹤0.01% | 456 |
|
|
2022
Q4 | $294K | Buy |
+3,942
| New | +$294K | 0.01% | 461 |
|
|
2022
Q2 | – | Sell |
-3,426
| Closed | -$260K | – | 527 |
|
|
2022
Q1 | $260K | Sell |
3,426
-1,289
| -27% | -$97.8K | 0.01% | 374 |
|
|
2021
Q4 | $364K | Buy |
4,715
+650
| +16% | +$50.2K | 0.01% | 383 |
|
|
2021
Q3 | $280K | Buy |
+4,065
| New | +$280K | 0.01% | 475 |
|
|
2021
Q2 | – | Sell |
-5,528
| Closed | -$378K | – | 679 |
|
|
2021
Q1 | $378K | Buy |
+5,528
| New | +$378K | 0.01% | 478 |
|
|
2019
Q1 | – | Sell |
-2,110
| Closed | -$107K | – | 816 |
|
|
2018
Q4 | $107K | Buy |
+2,110
| New | +$107K | 0.01% | 106 |
|